Broker Check

The Shick Group

Your Team for Life's Financial Complexities

Serving Families, Entrepreneurs, Executives, and Retirees

Let's Talk

Our Mission

To provide extraordinary service and a unique approach to solving the financial complexities that arise in our clients' lives.

Our Team

Our Team

We are passionate about serving our clients with dedication and expertise. With over 100 years of combined experience in the financial services industry, our team is committed to building lasting relationships and helping clients achieve their financial goals.

Wealth Management

Our services are designed for your financial success.

There are three components to how we define Wealth Management. 

Investment <br/>Consulting

Investment
Consulting

Investment consulting is the cornerstone of our service offering. We structure thoughtfully diversified portfolios tailored to the distinct goals and financial circumstances of each client.

Learn more
Relationship Management

Relationship Management

Client communication and accessibility are central to our team’s approach. Maintaining consistent contact ensures we stay informed about life events and evolving needs, allowing us to provide timely and personalized support.

Learn more
Advanced<br/>Planning

Advanced
Planning

As your financial needs grow and change, our Advanced Planning Services are here to support you with thoughtful strategies and personalized solutions.

Learn more

“A life is not important except
in the impact it has on other lives.”

– Jackie Robinson

Our Process is the foundation for your success.

Learn more

We begin every new client relationship with a consultative process we call the "Foundation for Success." This open dialogue allows us to understand who you are, explore your values and goals, and collaborate on building a personalized financial plan that reflects what matters most to you.

Learn more

Let's Talk.
Take the First Step.

Thank you!
Oops!